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15435 Gleneagle Drive
Suite 105
Colorado Springs, CO 80921

Kirby Zeller, AIF® Accredited Investment Fiduciary

(719) 481-3738

Kirby Zeller

Kirby Zeller

Wealth Advisor

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, I maintain a constant commitment to putting service first.

As a full-service financial consultant, I offer clients an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact me, by phone or e-mail. I can help you make sense of today’s investment climate.

  • Managed asset plans—for professional fee-based portfolio management through Cetera Advisors
  • College planning—long-term planning to ensure you’re ready when your children are
  • Retirement planning—to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis—to keep you informed of how your investments are performing, and to make adjustments as needed
  • Estate planning—for preservation of wealth from generation to generation
  • Insurance Planning-to secure your family’s future needs